Results Briefing Year ended 30 June 2025 Sophia Rahmani | CEO & Managing Director Dean McGuire | CFO For personal use only Agenda For personal use only | 1. | FY25 overview | Sophia Rahmani | 3 | | --- | --- | --- | --- | | 2. | Financial result and capital management | Dean McGuire | 7 | | 3. | Investment Management | Sophia Rahmani | 13 | | 4. | Strategic Partnerships | Sophia Rahmani | 18 | | 5. | FY25 review and FY26 priorities | Sophia Rahmani | 23 | 3 FY25 overview For personal use only 2 For personal ...

Group 1 - The author has been involved in the markets since elementary school and has a strong educational background in Finance and Accounting, with a focus on Investments and Financial Analysis [1] - The author has experience managing investment portfolios, including a long/short equity portfolio and two long-only portfolios as part of a student investment group [1] - The author has completed internships at a large bank and in managing a university endowment, indicating practical experience in investment management [1] Group 2 - The article emphasizes the importance of conducting due diligence before making any investment decisions [3] - It highlights that past performance is not indicative of future results, suggesting a cautious approach to investment [4] - The article clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [4]

Core Viewpoint - Artisan Partners Asset Management Inc. reported its financial results for the second quarter and first half of 2025, along with the declaration of a quarterly dividend [1]. Group 1: Financial Results - The company announced its results for the three and six months ended June 30, 2025 [1]. - A conference call is scheduled for July 30, 2025, to discuss these results, featuring key executives including the CEO, Executive Chair, and CFO [2]. Group 2: Company Overview - Artisan Partners is a global investment management firm that offers a wide range of high value-added investment strategies to sophisticated clients worldwide [3]. - The firm has been focused on attracting experienced investment professionals since its establishment in 1994 [3]. - Artisan Partners operates autonomous investment teams that manage diverse investment strategies across multiple asset classes [3].

Financial Results Announcement - Artisan Partners Asset Management Inc. will report its second quarter 2025 financial results on July 29, 2025, at approximately 4:30 p.m. (Eastern Time) [1] - The earnings release and supplemental materials will be available on the investor relations section of artisanpartners.com [1] Conference Call Details - A conference call to discuss the results will be hosted by CEO Jason Gottlieb, Executive Chair Eric Colson, and CFO C.J. Daley on July 30, 2025, at 1:00 p.m. (Eastern Time) [1] - A live webcast of the conference call will be accessible via the investor relations section of artisanpartners.com [2] - Participants can join the call by dialing the provided numbers, with a conference ID of 10199994 [2] Audio Replay Information - An audio replay of the conference call will be available one hour after the call ends until August 6, 2025, at 9:00 a.m. (Eastern Time) [2] - The replay can be accessed using specific dialing numbers and a replay conference ID of 4893273 [2] - An audio replay will also be available on the investor relations section of artisanpartners.com within 24 hours after the conference [2] Company Overview - Artisan Partners is a global investment management firm offering a wide range of high value-added investment strategies [3] - The firm has been committed to attracting experienced investment professionals since its establishment in 1994 [3] - Artisan Partners' autonomous investment teams manage diverse investment strategies across multiple asset classes [3]

Group 1 - The author has been involved in the markets since elementary school and has a strong educational background in Finance and Accounting, with a focus on Investments and Financial Analysis [1] - The author has experience managing investment portfolios, including a long/short equity portfolio and two long-only portfolios as part of a student investment group [1] - The author has completed internships at a large bank and in managing a university endowment, indicating practical experience in investment management [1] Group 2 - The article emphasizes the importance of conducting due diligence before making any investment decisions [3] - It highlights that past performance is not indicative of future results, suggesting a cautious approach to investment [4] - The article clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [4]

Industry Gender Diversity - The industry needs to attract more women, as current portrayals like "Wolf of Wall Street" are unattractive to women and young people seeking purposeful careers [1] - Investment management and asset management can be framed as making a difference, appealing to those seeking purposeful careers [1] - The industry should attract more women, as it manages retirement money and college savings [2] Guggenheim's Performance & Goals - Guggenheim's team is composed of 30% women, which is above the industry average [2] - Guggenheim aims to increase the percentage of women in its team to reflect the population, targeting a 50/50 gender balance [2]

Anne Walsh, CIO of Guggenheim Partners Investment Management, tells @sonalibasak why bringing more women into the finance world isn’t just a goal — it’s her passion.Watch the full episode of Bullish on the Bloomberg app https://t.co/oSp6OsKcPV https://t.co/pYwdbXABkY ...

Core Viewpoint - GAM Holding AG announces significant leadership changes, appointing Albert Saporta as Group CEO effective July 1, 2025, and Tim Rainsford as Group Chief Distribution Officer effective October 1, 2025, as part of its strategy for sustainable growth [1][2][3] Leadership Changes - Albert Saporta, with over 40 years of experience in investment management, will succeed Elmar Zumbuehl, who will assist in the transition until December 31, 2025 [1][3] - Tim Rainsford returns to GAM to lead distribution efforts, bringing extensive experience from his previous roles, including CEO of Generali Investments Partners [1][5][12] Company Transformation - Under Elmar Zumbuehl's leadership, GAM has undergone a comprehensive transformation over the past 21 months, divesting non-core businesses and establishing a lean, scalable platform to attract top investment talent [2][7] - The company is now well-positioned for growth, focusing on innovative investment strategies and enhancing client outcomes [3][4][8] Strategic Focus - Albert Saporta aims to accelerate growth by building on existing and new product offerings and exploring external opportunities [3][4] - The leadership team will focus on driving growth initiatives and strengthening strategic client relationships, with Rossen Djounov remaining a senior member of the distribution leadership team [6][7] Company Background - GAM Investments is a global investment platform with total assets under management of CHF 16.3 billion as of December 31, 2024, and operates in 14 countries [15]

Group 1 - AMG announced the appointment of Thomas M. Wojcik as President, effective June 3, 2025, while he continues as Chief Operating Officer [1] - Jay C. Horgen remains as Chief Executive Officer, and both executives will collaborate on AMG's growth strategy [1] - Wojcik joined AMG in 2019, previously serving as Chief Financial Officer and has played a significant role in the company's strategic development [2] Group 2 - AMG focuses on expanding its participation in secular growth areas, increasing exposure to private markets and liquid alternative strategies, which now contribute half of its earnings [2] - As of March 31, 2025, AMG's aggregate assets under management were approximately $712 billion across various investment strategies [3] - AMG's strategy aims to generate long-term value by investing in high-quality independent partner-owned firms and supporting their independence and ownership culture [3]

Group 1 - The author has been active in the markets for several years, focusing primarily on long/short equities [1] - The author holds a Bachelor of Science Degree in Finance and Accounting, with a minor in History, and has experience managing investment portfolios [1] - The author has completed internships at a large bank and in managing a university endowment [1] Group 2 - The article emphasizes the importance of conducting due diligence before making any investment decisions [3] - It is advised that investors seek advice from brokers or financial advisers [3] - The article states that past performance is not indicative of future results, and no specific investment recommendations are provided [4]